Titan CLM Release Notes
Enable Online Edit
We’ve enhanced Titan CLM and Sign, allowing you to modify generated documents directly using the FT Document Generation button in Salesforce. The edited document is saved in Salesforce before initiating the CLM and/or Sign process.
With this feature, you can trigger automation in Salesforce. A URL is generated when the document generation action runs, enabling seamless template editing.
This feature is available for dynamic templates.
One-on-One Collaboration
We’ve streamlined the collaboration feature to enhance document editing efficiency for one-on-one collaboration. This capability empowers document owners to swiftly edit and share documents with a designated individual, such as a manager or colleague. Once received, the recipient can make changes directly to the document. Unlike traditional redlining, these edits are seamlessly incorporated without tracking (redlining), ensuring a fluid exchange of feedback. This feature optimizes workflow by facilitating direct, focused collaboration while maintaining document integrity.
The owner then starts the signing process.
Titan CLM Academy
Learn how to redline, edit, and comment on any contract while tracking every step inside Salesforce with Titan’s no-code Contract Lifecycle Management.
Titan CLM Blog
Titan’s blog is your go-to destination for the latest insights, editor picks, and featured subjects in the world of Salesforce and Titan. Whether you’re looking to stay updated on cutting-edge products, explore industry trends, or delve into expert analyses, our blog is your gateway to everything new and noteworthy. Discover thought-provoking articles, in-depth product reviews, and much more, all designed to keep you informed and inspired. Join us as we explore what’s shaping the future of Salesforce, Titan and beyond.